LBOETF / FundWHITEWOLF Publicly Listed Private Equity ETF
Verdicts genuinely change. Free email alert the moment LBO's does — no target price to set, unlike "Alert" above.
Whether this fund clears the published standards, and the filings behind that answer. The screen runs first and nothing on the trading side can override it.
Structure, momentum, positioning and levels. Separate from the Sharia verdict above, which this side never overrides.
WHITEWOLF Publicly Listed Private Equity ETF ETF · EA Series Trust
39 holdings · as of 2026-07-31 (2.8 months ago)
NON-COMPLIANT 73.71% of portfolio weight is in non-compliant holdings, over the 5% threshold.
39 holdings, 26 matched (74% of weight). Portfolio as of 2026-07-31, filed 2026-09-28. Source: SEC Form N-PORT.
16.55% of this portfolio’s income is non-permissible — weighted across holdings, computed over 64% of portfolio weight (19 of 39 holdings). The common approach purifies that proportion of income received — dividends — not of the position’s value. We report the ratio; what to do with it is a question for your own scholar.
0.0% compliant 0.0% questionable 73.7% non-compliant 26.3% unscreened
All holdings (39)
| Holding | Status | Weight | Every methodology, and the debt ratio behind it |
|---|---|---|---|
| Ares Capital Corp | UNSCREENED | 10.16% | no in-house ratios for this holding |
| APO Apollo Global Management Inc | NON_COMPLIANT | 9.73% | AAOIFI17.4% Usmani2.8% Dow Jones Islamic17.8% S&P Shariah19.6% MSCI Islamic2.8% MSCI Islamic M-Series19.6% FTSE Shariah2.8% |
| KKR KKR & Co Inc | NON_COMPLIANT | 7.81% | AAOIFI0.0% Usmani0.0% Dow Jones Islamic0.0% S&P Shariah0.0% MSCI Islamic0.0% MSCI Islamic M-Series0.0% FTSE Shariah0.0% |
| Blackstone Secured Lending Fund | UNSCREENED | 7.19% | no in-house ratios for this holding |
| ARES Ares Management Corp | NON_COMPLIANT | 6.57% | AAOIFI0.0% Usmani0.0% Dow Jones Islamic0.0% S&P Shariah0.0% MSCI Islamic0.0% MSCI Islamic M-Series0.0% FTSE Shariah0.0% |
| GBDC Golub Capital BDC Inc | NON_COMPLIANT | 5.37% | AAOIFI136.7% Usmani54.4% Dow Jones Islamic133.8% S&P Shariah153.0% MSCI Islamic54.4% MSCI Islamic M-Series153.0% FTSE Shariah54.4% |
| HTGC HERCULES CAPITAL INC | NON_COMPLIANT | 5.16% | AAOIFI70.8% Usmani49.8% Dow Jones Islamic82.8% S&P Shariah90.0% MSCI Islamic49.8% MSCI Islamic M-Series90.0% FTSE Shariah49.8% |
| BLK Blackrock Inc | NON_COMPLIANT | 5.07% | AAOIFI7.0% Usmani7.2% Dow Jones Islamic8.1% S&P Shariah8.9% MSCI Islamic7.2% MSCI Islamic M-Series8.9% FTSE Shariah7.2% |
| OWL Blue Owl Capital Inc | NON_COMPLIANT | 5.00% | AAOIFI27.6% Usmani30.9% Dow Jones Islamic16.4% S&P Shariah16.5% MSCI Islamic30.9% MSCI Islamic M-Series16.5% FTSE Shariah30.9% |
| Carlyle Group Inc/The | UNSCREENED | 4.64% | no in-house ratios for this holding |
| BAM Brookfield Asset Management Ltd | NON_COMPLIANT | 4.18% | AAOIFI5.6% Usmani20.3% Dow Jones Islamic4.9% S&P Shariah5.5% MSCI Islamic20.3% MSCI Islamic M-Series5.5% FTSE Shariah20.3% |
| BX Blackstone Inc | NON_COMPLIANT | 4.13% | AAOIFI7.9% Usmani26.7% Dow Jones Islamic12.7% S&P Shariah13.8% MSCI Islamic26.7% MSCI Islamic M-Series13.8% FTSE Shariah26.7% |
| CODI Compass Diversified Holdings | NON_COMPLIANT | 3.42% | AAOIFI201.6% Usmani63.8% Dow Jones Islamic189.8% S&P Shariah156.8% MSCI Islamic63.3% MSCI Islamic M-Series156.8% FTSE Shariah57.5% |
| TPG TPG Inc | NON_COMPLIANT | 3.25% | AAOIFI13.7% Usmani16.7% Dow Jones Islamic11.9% S&P Shariah12.9% MSCI Islamic16.7% MSCI Islamic M-Series12.9% FTSE Shariah16.7% |
| BN Brookfield Corp | NON_COMPLIANT | 3.11% | AAOIFI15.8% Usmani2.8% Dow Jones Islamic14.1% S&P Shariah16.0% MSCI Islamic2.8% MSCI Islamic M-Series16.0% FTSE Shariah2.8% |
| TRIN Trinity Capital Inc | NON_COMPLIANT | 2.39% | AAOIFI87.1% Usmani54.0% Dow Jones Islamic153.3% S&P Shariah186.5% MSCI Islamic54.0% MSCI Islamic M-Series186.5% FTSE Shariah54.0% |
| First American Government Obligations Fund | UNSCREENED | 2.31% | no in-house ratios for this holding |
| TSLX Sixth Street Specialty Lending Inc | NON_COMPLIANT | 1.75% | AAOIFI109.8% Usmani54.3% Dow Jones Islamic106.8% S&P Shariah113.3% MSCI Islamic54.3% MSCI Islamic M-Series113.3% FTSE Shariah54.3% |
| MFIC MidCap Financial Investment Corp | NON_COMPLIANT | 1.62% | AAOIFI228.4% Usmani60.8% Dow Jones Islamic181.1% S&P Shariah199.4% MSCI Islamic60.8% MSCI Islamic M-Series199.4% FTSE Shariah60.8% |
| OWL Blue Owl Capital Corp | NON_COMPLIANT | 1.41% | AAOIFI27.6% Usmani30.9% Dow Jones Islamic16.4% S&P Shariah16.5% MSCI Islamic30.9% MSCI Islamic M-Series16.5% FTSE Shariah30.9% |
| STEP StepStone Group Inc | NON_COMPLIANT | 1.23% | AAOIFI27.3% Usmani18.0% Dow Jones Islamic21.4% S&P Shariah23.9% MSCI Islamic18.0% MSCI Islamic M-Series23.9% FTSE Shariah18.0% |
| MAIN Main Street Capital Corp | NON_COMPLIANT | 0.93% | AAOIFI47.0% Usmani42.6% Dow Jones Islamic53.0% S&P Shariah59.6% MSCI Islamic42.6% MSCI Islamic M-Series59.6% FTSE Shariah42.6% |
| HLNE Hamilton Lane Inc | NON_COMPLIANT | 0.89% | AAOIFI5.8% Usmani10.8% Dow Jones Islamic3.9% S&P Shariah4.0% MSCI Islamic10.8% MSCI Islamic M-Series4.0% FTSE Shariah10.8% |
| Barings BDC Inc | UNSCREENED | 0.85% | no in-house ratios for this holding |
| Bain Capital Specialty Finance Inc | UNSCREENED | 0.84% | no in-house ratios for this holding |
| RPC Ridgepost Capital Inc | NON_COMPLIANT | 0.34% | AAOIFI52.4% Usmani42.6% Dow Jones Islamic43.5% S&P Shariah45.6% MSCI Islamic42.6% MSCI Islamic M-Series45.6% FTSE Shariah42.6% |
| SAR Saratoga Investment Corp | NON_COMPLIANT | 0.10% | AAOIFI278.5% Usmani68.3% Dow Jones Islamic261.3% S&P Shariah288.1% MSCI Islamic68.3% MSCI Islamic M-Series288.1% FTSE Shariah68.3% |
| NMFC New Mountain Finance Corp | NON_COMPLIANT | 0.09% | AAOIFI188.7% Usmani55.7% Dow Jones Islamic150.8% S&P Shariah147.2% MSCI Islamic55.7% MSCI Islamic M-Series147.2% FTSE Shariah55.7% |
| GCMG GCM Grosvenor Inc | NON_COMPLIANT | 0.07% | AAOIFI13.8% Usmani53.5% Dow Jones Islamic73.8% S&P Shariah81.0% MSCI Islamic53.5% MSCI Islamic M-Series81.0% FTSE Shariah53.5% |
| Capital Southwest Corp | UNSCREENED | 0.07% | no in-house ratios for this holding |
| Gladstone Investment Corp | UNSCREENED | 0.07% | no in-house ratios for this holding |
| PennantPark Investment Corp | UNSCREENED | 0.07% | no in-house ratios for this holding |
| FDUS Fidus Investment Corp | NON_COMPLIANT | 0.07% | AAOIFI99.4% Usmani49.3% Dow Jones Islamic115.5% S&P Shariah129.4% MSCI Islamic49.3% MSCI Islamic M-Series129.4% FTSE Shariah49.3% |
| Stellus Capital Investment Corp | UNSCREENED | 0.06% | no in-house ratios for this holding |
| Gladstone Capital Corp | UNSCREENED | 0.05% | no in-house ratios for this holding |
| PennantPark Floating Rate Capital Ltd | UNSCREENED | 0.01% | no in-house ratios for this holding |
| Carlyle Secured Lending Inc | UNSCREENED | 0.01% | no in-house ratios for this holding |
| GSBD Goldman Sachs BDC Inc | NON_COMPLIANT | 0.01% | AAOIFI166.0% Usmani56.3% Dow Jones Islamic173.0% S&P Shariah169.2% MSCI Islamic56.3% MSCI Islamic M-Series169.2% FTSE Shariah56.3% |
| TPVG TriplePoint Venture Growth BDC Corp | NON_COMPLIANT | 0.01% | AAOIFI199.5% Usmani54.4% Dow Jones Islamic201.3% S&P Shariah194.6% MSCI Islamic54.4% MSCI Islamic M-Series194.6% FTSE Shariah54.4% |
The published standards disagree about this fund by 28 points of portfolio weight — 28.3% of it passes AAOIFI, 0.0% passes Usmani. Which number is yours depends on which standard you follow.
These bars are the financial-ratio result under each standard — debt, receivables and interest income. They do not screen what the business does, so a holding can pass every ratio here and still be questionable or non-compliant on activity. The blended verdict above accounts for both.
ratios pass on 28.3% ratios fail on 38.8% 32.9% not rated under AAOIFI
ratios pass on 0.0% ratios fail on 38.9% 61.2% not rated under Usmani
ratios pass on 24.1% ratios fail on 38.9% 37.1% not rated under Dow Jones Islamic
ratios pass on 24.1% ratios fail on 38.9% 37.1% not rated under S&P Shariah
ratios pass on 24.1% ratios fail on 38.9% 37.1% not rated under MSCI Islamic
ratios pass on 24.1% ratios fail on 38.9% 37.1% not rated under MSCI Islamic M-Series
ratios pass on 24.1% ratios fail on 38.9% 37.1% not rated under FTSE Shariah
25 of 39 listed holdings carry our own per-methodology verdicts (74% of weight). The rest hold a provider verdict with no methodology breakdown, and are counted as rated by none.
| Non-compliant holding | Weight |
|---|---|
| APO Apollo Global Management Inc | 9.73% |
| KKR KKR & Co Inc | 7.81% |
| ARES Ares Management Corp | 6.57% |
| GBDC Golub Capital BDC Inc | 5.37% |
| HTGC HERCULES CAPITAL INC | 5.16% |
| BLK Blackrock Inc | 5.07% |
| OWL Blue Owl Capital Inc | 5.00% |
| BAM Brookfield Asset Management Ltd | 4.18% |
| BX Blackstone Inc | 4.13% |
| CODI Compass Diversified Holdings | 3.42% |
Methodology breakdown computing — it will appear here on its own.
Trade setup
Whether the technical picture shows an edge right now. Separate from the Sharia verdict, which this side never overrides.
Why this signal?
The factors behind the read, each shown with the figure it rests on, including the ones pointing the other way.
WHITEWOLF Publicly Listed Private Equity ETF (LBO) is currently considered not halal (non-compliant), per our own look-through to its filed holdings. See its filed holdings and the weight breakdown below for the reasoning.
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🕌 In-house Compliance Research
Computing the full ratio and business-activity breakdown for LBO — this runs off the critical path so the page paints first. It will appear here on its own.
Pinch or scroll to zoom · drag to pan — both axes move · double-click to reset
Classic floor-trader pivots from the last completed daily bar. Highlighted pills are the levels bracketing the current price.
Price Forecast
The range is measured volatility (ATR over the horizon), not a target — a wider band means a more volatile asset, not a stronger view. The direction is the indicator tally below. Every forecast is recorded when made and scored against the real price when it comes due, including the wrong ones. Not a recommendation, and not a fatwa.
Technical Summary
Standard indicator thresholds (RSI 30/70, Stochastic 20/80, CCI ±100, Williams %R −80/−20, MACD histogram sign, price vs. average) computed on daily bars. A summary of what common indicators say — not a recommendation, and not this site's own trading verdict.
Every indicator, and what it reads
| Indicator | Value | Signal |
|---|---|---|
| RSI (14) | 46.10 | NEUTRAL |
| Stochastic %K (14) | 67.60 | NEUTRAL |
| CCI (20) | 22.33 | NEUTRAL |
| Williams %R (14) | -32.40 | NEUTRAL |
| MACD (12,26,9) | 0.10 | BUY |
| ROC (10) | -0.48 | SELL |
| Momentum (10) | -0.12 | SELL |
| EMA (10) | 23.74 | BUY |
| SMA (10) | 23.63 | BUY |
| EMA (20) | 23.95 | SELL |
| SMA (20) | 23.80 | BUY |
| EMA (30) | 24.22 | SELL |
| SMA (30) | 24.18 | SELL |
| EMA (50) | 24.57 | SELL |
| SMA (50) | 25.15 | SELL |
| EMA (100) | 24.86 | SELL |
| SMA (100) | 24.93 | SELL |
| EMA (200) | 25.23 | SELL |
| SMA (200) | 24.84 | SELL |
About WHITEWOLF Publicly Listed Private Equity ETF
The fund is an actively managed exchange-traded fund (“ETF”) that seeks to achieve its investment objective by investing, under normal circumstances, at least 80% of its net assets (plus the amount of any borrowings for investment purposes) in securities of U.S. publicly listed private equity companies. It defines “listed private equity companies” as Leverage Finance Providers and Buyout Firms, Sponsors, and Asset Managers (collectively, “Listed Private Equity Companies”) that are listed and traded on a U.S. national securities exchange. The fund is non-diversified.
Background via Yahoo Finance — informational, not part of the verdict.
No real edge — avoid
SMC — Top Down
Market structure by timeframe, read from real bars. A bias per timeframe rather than a forecast — timeframes disagreeing is information, not noise.
| Timeframe | Bias | Bars |
|---|---|---|
| 📅 Daily | BULLISH | 42 |
| ⏱ 15-Min | NEUTRAL | 16 |
| ⏲ 5-Min | BULLISH | 48 |
Momentum & Volume
Rate of change and relative volume against this symbol's own recent history. Momentum describes what price has done; it is not a claim about what it will do.
Peer Movement
How the rest of the sector moved over the same window. Context for a price move, never a cause of one.
Peer movement computing — it will appear here on its own.
Before you act on this
The questions worth asking about any verdict on this page, answered plainly.
Is a fund screened on its name?
No. HTR reads the fund's filed holdings and screens each one, then reports the result by weight. A fund marketed as Islamic still gets the same look-through as any other.
What does unrated weight mean?
It is the share of the fund whose holdings HTR cannot cover far enough to rate. It is reported as unrated rather than counted as compliant, because a holding nobody screened should not look like one that passed.
Does the issuer's board make it compliant?
It matters, and it is noted, but it does not replace the look-through. The board's judgement and the holdings screen are shown separately so you can see when they agree and when they do not.
How often is this re-screened?
When the fund files new holdings, and on a rolling basis besides. The date on the verdict above is the last time this fund was actually recomputed.
Open research, not a fatwa. HTR applies published screening standards to filings and publishes what they say, including when they disagree. Nothing here is financial advice or a recommendation to buy or sell. Verdicts can change when new filings land.
Compare with
Same screen, different answers. Comparison is where the standards disagreeing becomes useful rather than confusing.
Peer screening computing — it will appear here on its own.
Still fetching insider filings — it ran past this page's budget, so the page painted without waiting. The fetch is still running; reload in a moment and it will be here.
COT Positioning — E-MINI S&P 500 - CHICAGO MERCANTILE EXCHANGE
The weekly CFTC Commitments of Traders report for the broad market it tracks, not for this symbol. Positioning context for the tape — it says nothing about this company.
NEUTRAL report date 2026-10-20 · Asset managers net 901377 (-14458)
AI Summary
Plain-language summary of the evidence already on this page — the Sharia screen, structure, momentum, and order flow above. It explains the read; it doesn't make the call. Generated on demand (a live AI call), never run automatically.